CoinJie news: On Wednesday, as investors locked in gains, AI hardware and chip stocks saw widespread sell-offs. Shares of Dell Technologies Inc (Nasdaq: DELL) fell by as much as 12% at one point, reaching a low of $397.69. Reports said Meta Platforms is planning to rent out excess AI training and inference capacity to enterprise customers, raising concerns that hyperscale cloud service providers may be overbuilding their data center infrastructure, which could slow the growth of future server orders. At the same time, shares of Micron Technology Inc (Nasdaq: MU) fell by about 9% as investors focused on Washington considering tighter unilateral restrictions on exporting high-bandwidth memory products, which would directly affect the chipmaker’s international revenue. Shares of SanDisk (Nasdaq: SNDK) dropped sharply after a research firm lowered its short-term outlook for the NAND flash memory market, noting that the rate at which average selling prices are declining is faster than expected. Overall, as AI infrastructure spending surged, the industry experienced significant volatility in 2026.

DELL-2.51%

MU-3.72%

SNDK-7.90%

META-2.07%

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OIDetective

· 2h ago

Meta rents out excess computing power to earn some money in the short term, but in the long run it may slow down data center expansion, leaving server manufacturers’ orders hanging.

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LightningTraveler

· 3h ago

In 2026, AI hardware is swinging so wildly—actually it’s all expectation-driven speculation: once people make money, they dump the market. Chasing along as retail traders is really easy to get cut.

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LiquidityFarmer

· 3h ago

It’s completely normal to lock in profits—there was a surge earlier that ran too hot. Now the pullback is actually healthy. The key is whether the subsequent performance can beat expectations.

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RSIWave

· 3h ago

SanDisk’s outlook for NAND was downgraded, and ASP also fell—storage is definitely in a winter period now. We’ll have to wait and see when it bottoms out.

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MemeMiner

· 3h ago

The expected orders for data centers and servers have been hyped up very high; once there’s the slightest hint of trouble, they’ll plunge. The bubble in this AI industry chain will need to be pricked sooner or later.

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MetalRoboticArm

· 3h ago

This pullback from Dell actually gives people who want to get in a chance; it remains to be seen whether the fundamentals can hold up.

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Dell, Micron, and SanDisk plunge sharply due to an AI hardware pullback

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